Unitas Wealth Management
Unitas Wealth Management offers customized financial solutions related to income strategies, retirement, asset and legacy planning services.
- Open roles
- 353
Company signals
Score: 55Job facts
- Location
- Hybrid · Syracuse, New York, United States of America
- Also in
- Charlotte, North Carolina, United States of America
- Workplace
- Hybrid
Last verified live 1 day, 2 hours ago · checked directly on the company's Oracle Taleo
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Field Compensation Customer Service Representative
at Unitas Wealth Management
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we have honed since 1859.
Equitable is seeking a dynamic Field Compensation Customer Service Representative to join our growing team.
What You’ll Be Doing
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Field Support: Manage incoming calls and emails from advisors, providing prompt and accurate assistance related to their inquiries within the Wealth Management business line.
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Compensation Inquiry Research: Investigate and resolve compensation-related questions from advisors. This involves utilizing multiple internal systems and collaborating with various departments to ensure accurate and timely resolutions.
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Cross-Training and Team Support: Participate in cross-training initiatives across the CSR team to support all aspects of team operations, including coverage for time off and managing workload across the team.
This position offers a hybrid work schedule with an on-site presence 2-3 days per week in our Syracuse NY office expected to foster collaboration and connection.
The base salary range for this position is $48,000 - $60,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program